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Kevin Stevens
Partner at Energize Capital
Kevin Stevens is an experienced investment professional with a proven track record in the software and energy sectors.
He studied Strategy and earned his Master of Business Administration (M.B.A.) from SMU Cox School of Business.
Kevin has held various key positions in prominent organizations including Investor at PVcase, Board Member at Sitetracker, Partner and Head of Growth at Energize Capital, Principal at Energize Capital, Venture Investor at Ensemble Energy, Partner at Intelis Capital, Head of Product at Choose Energy, and Senior Financial Analyst - Renewables at NRG Energy.
Highlights
The lead time for almost all data center power equipment has increases significantly.
Among the biggest jumps:
- generators
- medium voltage transformers
- uninterruptable power supply (yep) https://t.co/fSAvwAh7mi
Growth PE deals have surpassed LBOs for the first time since the GFC.
High interest rates mean value creation needs to come from somewhere other than financial engineering. https://t.co/U693bgrQLW
